Bandhan Mutual Fund

Bandhan Aggressive Hybrid Fund-Regular Plan Growth

Bandhan Mutual Fund

Expense Ratio: 2.11
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 12-12-2016
Exit Load: Nil
Fund Size:₹1,553.55 Cr

Performance

1Y
Fund1.63%
Cat. Avg.-2.50%
2Y
Fund3.62%
Cat. Avg.-0.41%
3Y
Fund12.34%
Cat. Avg.9.10%
5Y
Fund8.80%
Cat. Avg.7.85%
10Y
FundN/A
Cat. Avg.10.66%
SI
Fund10.78%
Cat. Avg.10.68%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1HDFC Bank Limited153.987.07%
2Bandhan Low Duration Fund -Direct Pl-Growth150.366.91%
3ICICI Bank Limited131.916.06%
4Reliance Industries Limited84.783.89%
57.45% Power Finance Corporation Limited75.433.46%
6State Bank of India67.343.09%
7NTPC Limited65.573.01%
8Axis Bank Limited56.032.57%
9Larsen & Toubro Limited54.572.51%
10Mahindra & Mahindra Limited45.412.09%

Similar Funds

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000060855+1.4%+3.0%
2Y07 Nov, 241.20 L.1.27 L.+5.6%+5.7%
3Y07 Nov, 231.80 L.2.01 L.+11.8%+7.7%
5Y08 Nov, 213 L.3.91 L.+30.4%+10.8%
SI09 Jan, 175.90 L.10.70 L.+81.3%+11.8%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.02 L.+1.6%+1.6%
2Y16 Oct, 241 L.1.07 L.+7.4%+3.6%
3Y16 Oct, 231 L.1.42 L.+41.8%+12.3%
5Y18 Oct, 211 L.1.52 L.+52.2%+8.8%
SI02 Jan, 171 L.2.73 L.+172.5%+10.8%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

Search Funds